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Towneley Capital Management, Inc. / de
Towneley Capital Management, Inc. is an SEC-registered investment advisory firm founded in 1971 and headquartered in Laguna Hills, California. The firm provides investment counseling, asset management, and financial planning services to individual and institutional clients, including nonprofit organizations, scientific societies, foundations, endowments, trusts, corporations, and retirement plans. Towneley operates as an independent, fee-only adviser, emphasizing a client-centered approach, fiduciary responsibility, and strategies grounded in research-based investing. The firm is employee-owned and has decades of experience in global markets.
Investment Strategy
Towneley employs a diversified, global investment approach, constructing customized, client-specific portfolios that include both U.S. and international securities. The firm favors mutual funds and exchange-traded funds (ETFs) for their diversification and low cost, screening these options based on style, market size, sector weightings, expense ratios, and market performance. Portfolio asset allocation is tailored to each client’s goals and risk tolerance. Portfolios are rebalanced periodically, and advice is always independent and objective, with a focus on transparency and fee-only compensation. The firm leverages both fundamental and quantitative analysis to provide value-oriented equity, balanced, and fixed income strategies.
Latest 13F Filing Activity
Towneley Capital Management, Inc. / de filed their most recent 13F report on Sep 30, 2025 disclosing 38 equity positions with a total 13F market value of $460M. The fund increased holdings in Putnam Etf Trust, Vanguard Index FDS, Vanguard Star FDS among other positions. Towneley Capital Management, Inc. / de reduced exposure to Schwab Strategic TR, Schwab Strategic TR, Vanguard Index FDS among others.
Top Holdings
Equity Positions (38)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 32.56% | $149.9M | 456,785 | $247.61 | $328.17 | +$8.9M |
V VXUS | VANGUARD STAR FDS | 12.96% | $59.7M | 812,159 | $58.24 | $73.46 | +$3.5M |
W WINN | HARBOR ETF TRUST | 7.65% | $35.2M | 1,130,321 | $25.45 | $31.16 | +$1.3M |
V VGIT | VANGUARD SCOTTSDALE FDS | 7.36% | $33.9M | 564,292 | $59.24 | $60.03 | +$626.9K |
J JMBS | JANUS DETROIT STR TR | 5.85% | $26.9M | 589,404 | $45.55 | $45.67 | +$869.3K |
Industry Allocation
Investment Team (6)
| Name | Role | Location | |
|---|---|---|---|
E Ernie Garrett | Vice President - Investment Services | Huntington Beach, CA , United States | |
L Lisa Tomlinson | Portfolio Manager | Laguna Hills, CA , United States | |
 | Senior Portfolio Manager | Newport Beach, CA , United States | |
 | Portfolio Manager | Laguna Hills, CA , United States | |
R Robert Seaman | PM | Orange County, CA , United States | |
S Shu Li | Research Analyst | New York, NY , United States |
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